Calls
1
Michael Nathanson
Founding Partner and Senior Research Analyst at MoffettNathanson
Win Rate
0.0%
return
-0.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 18
$643.22
-0.0%
Nathanson explicitly holds a "Buy rating on Meta" with an "$810 price target." He notes that the market tends to "ignore all the fines and penalties" because the business model is "so strong and so profitable." The legal noise and emotional testimony do not alter the financial mechanics of the company. Section 230 provides immunity, and the market treats regulatory fines as non-recurring expenses, leaving the core valuation thesis intact. Long positions remain justified by fundamentals despite negative PR and litigation. Federal government changes to Section 230 or significant changes in liability laws.
Nathanson explicitly holds a "Buy rating on Meta" with an "$810 price target." He notes that the market tends to "ignore all the fines and penalties" because the business model is "so strong and so profitable." The legal noise and emotional testimony do not alter the financial mechanics of the company. Section 230 provides immunity, and the market treats regulatory fines as non-recurring expenses, leaving the core valuation thesis intact. Long positions remain justified by fundamentals despite negative PR and litigation. Federal government changes to Section 230 or significant changes in liability laws.
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Michael Nathanson has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: META.
